otherModerate risk

Sundaram Hybrid Fund Series H Direct Plan Half yearly Dividend Payout

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 8 May 2014.

Latest price per unit

₹12.0698

▲ 0.05% today

As of 6 May 2019 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹97.9k

▼ ₹2.1k loss · -2.1% / year

Invested 3 years ago

₹1.03 L

▲ ₹2.6k gain · 0.9% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

6.0%

The value swings roughly 6% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-7.18%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-2.10%

CAGR — 3 years0.85%

CAGR — 5 years—

CAGR — since launch3.84%

Volatility — 1 year (annualised)5.65%

Volatility — 3 years (annualised)6.03%

Max drawdown — 1 year-7.18%

Max drawdown — 3 years-7.18%

Sharpe ratio — 1 year (rf=6%)-1.52

Sharpe ratio — 3 years (rf=6%)-0.85

Fund info

Fund house: Sundaram Mutual Fund
Category: IDF
Plan: Direct
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 129788
First price on record: 8 May 2014 · 1,201 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.